As you populate your Employee Directory, you may wish to export your organization data to share outside the software. Doing so takes just a few clicks.
What file formats are supported?
Any data you export will automatically be downloaded as a comma-separated values (CSV) file.
The CSV format is supported by most major spreadsheet programs, including Microsoft Excel and Google Sheets.
What information is included in the CSV?
The CSV file contains the following fields:
First Name
Last Name
Employee Email
Job Title
Last Job Association (refers to the last job this person was associated with in PI Hire)
Manager Email
Last Modified (refers to the last time this person's details were edited in Administration)
Factor A (refers to the employee's sigma value for this factor)
Factor B (")
Factor C (")
Factor D (")
Factor E (")
Date BA Completed (refers to the completion date for the Behavioral Assessment currently set as active for this employee)
Behavioral Score ID (refers to the BSID currently set as active for this employee)
Cog Score
Date CA Completed
Folder Path (refers to the folder this employee is currently associated with)
Note: You will only see the above information if it’s been recorded. For example, if Jane Doe has no recorded job title in the PI system, the “job title” cell in the CSV will be blank.
How to export organization data
Log in to the PI software.
Click the gear icon (
) in the top-right of the navigation bar.
You will land on the Employee Directory.
(Optional) Click the headers to sort by a specific field (name, job title, manager).
Click the checkbox next to any employee whose data you’d like to export. (To select all employees, click the top-most checkbox.)
Click the drop-down menu titled “Actions.”
Select “Download CSV.”
If your organization is subscribed to PI Hire, a pop-up will appear asking if you'd like to include cognitive data in your download.
Select an option based on your needs.
Click "Download report" to confirm.
Your CSV file will download via your web browser.
FAQs
Why isn’t “X” person included in the CSV?
Why isn’t “X” person included in the CSV?
This can happen for a variety of reasons. To troubleshoot:
Confirm whether the person is present in the Employee Directory.
If not, add their information by inviting the person or uploading an updated org file.
When downloading the CSV, verify that you’ve selected the checkbox next to their name.
How do I interpret the values for "Factor A," "Factor B," etc.?
How do I interpret the values for "Factor A," "Factor B," etc.?
The numbers under the Factor headers are known as "sigma values."
If "X" employee has multiple Behavioral Assessment results, which shows up on the CSV?
If "X" employee has multiple Behavioral Assessment results, which shows up on the CSV?
If an employee has multiple sets of BA results, whichever BA is currently set as "active" will show up when exporting data.
If "X" employee has multiple Cognitive Assessment results, which shows up on the CSV?
If "X" employee has multiple Cognitive Assessment results, which shows up on the CSV?
If an employee has multiple sets of CA results, the system will default to the employee's highest cognitive score. (The "Date CA Completed" field will reflect the date that particular CA was taken.)
In what scenarios would I want to include cognitive data in my data export?
In what scenarios would I want to include cognitive data in my data export?
Generally, you won't need to include cognitive data when exporting employee data. Cognitive data is only leveraged in PI Hire, and is intended for use solely for hiring — not for making post-hire decisions.
For this reason, we strongly recommend only including cognitive data in your file export when using it strictly within your hiring team.
Additional support